Benjamin Edwards is a registered investment advisor at W.B. Edwards & CO., based in Johnson City, TN. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
There is a minimum annual fee of $7,500. Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
Johnson City, TN
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
W.B. Edwards & CO.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- David Dau, CFPEdward Jones
- Andrew Ferguson, ChFCOsaic Wealth, INC.
- Rebekah Burton, CFPRoan Capital Partners
- Michael Merritt, CFPEdward Jones
- David Paduch, CFPUBS Financial Services INC.
- Sheila Wandell, ChFC